Skip to content
Log inSign up
Templates
Set sales settlement date from handover date for cases

Set sales settlement date from handover date for cases

Your cases lack a settlement date after handover updates, which delays invoicing and reconciliation. Populate that date so billing can issue and reconcile before the next run.

Set sales settlement date from handover date for cases

Overview

Missing settlement dates create billing friction and slow reconciliation. This flow computes and writes the settlement date immediately after qualifying status updates so billing staff can issue and reconcile invoices before the next billing run.

Set sales settlement date from handover date for cases